Note: The article below will explain the Print Preview settings in detail by Tab. For a general overview of printing your Financials, go here
Click on the relevant Tab Item you would like the detail on:
Note:
The colours on the left of each item tell you whether its a Global setting, or just for the Client you are working in.
If you need to reset all of your changes for some reason, go to Share Settings>Reset to Defaults
All
1. Watermark:
To switch on the Watermark, click on the X icon:
The standard Draft watermark will appear on each of your pages. You are able to amend the wording, size, colour, etc to your preference:
To switch the watermark off, click the Tick:
2. Gutters and Margins:
Note: Gutters is where the page content starts from the left and right sides (different default settings for various language templates) and should only be amended under specific printing circumstances, and will only be able to be done by a Manager or Partner.
Margins can be amended for the Top, Left and Right universally for each page. If you select Resize Columns and you have increased margin size, the system will resize each of the data columns to keep the sheet in Portrait mode. You can elect to apply these changes to the Footer too.
3. Page Borders can be customised by colour and thickness:
4. Landscape Overflow allows you to elect whether to "Zoom to fit" a large (wide) note that has auto Landscaped the page for example, or Split it into a selectable no of columns:
5. Miscellaneous:
Index Page Nr -
Allows you to select the page number display on the Index Page; 1st page number of each sheet or a range of numbers:
OR:
Restrict Content to Column Width - If content overlaps into the next cell, you can elect to cut it off (if you haven't used text wrapping for eg):
Clear Cell Backgrounds - You can deselect this option if you have multi coloured cells or sheets in your financials and would like them to display accordingly in your printed financials.
Extend Horizontal Lines - Select this option if you prefer to have horizontal lines across your Statement of Financial Position, Statement of Comprehensive Income, etc:
Auto expand numeric columns -
If you have a large number, for eg: millions/billions or many decimals, the cell will auto expand to accommodate, rather than show "XXXXXXX":
Line Padding - Allows the amendment of spacing between text and the actual row:
Footers
1. Footer Font - Amend the font style of your footer font here:
2. Page Number - Here you can position the page number within the Footer itself; Top, Bottom, Left, Right etc. Select the page you would like the numbering to commence from, as well as the format:
Or, if you prefer the numbers at the top of the page, amend "Section" to Header:
3. Footer - Select whether you would like a footer line or not, amend the thickness, height etc. If you are going to use a custom footer, you can select the position here too. You can also elect whether to have an "Unaudited" footer on the applicable sheets, eg: Detailed Income Statement onwards.
4. Date Printed - Select this option's position and format if you would like it to be included:
5. Worksheets - If you would like to create a custom footer, type it into the relevant page description under Worksheets, and it will appear on the relevant pages:
Notes
1. Continued Header - Select the position of the continued header (for page breaks within a note), as well as the font style:
2. Note Numbers - Select whether you prefer the Note Number in it's original position:
Or, prepended to the note:
Left align Note Numbers to the margin (adjustable)
And/Or omit Lone Sub-Note Numbers:
3. Header - Source - Notes Worksheet will use the Header info from the main Notes page, Worksheet of 1st row will use the Header from each of the individual Notes pages - Notes2, Notes 3, etc
- Spacing - Match first note spacing - the Year headers will remain in the same columns as the first Note, Expand to last text means they will move as far right as possible, irrespective of the number of columns.
4. Break Pages On - Select the position of your page breaks here for Accounting Policies and Notes:
5. Notes Sheets - You can elect whether to have your Notes Sheets combined from page to page, or have a page break as per the template itself: Spilt between Assets (Notes), Equity and Liabilities (Notes2), Income Statement (Notes3), etc:
Year Headers
Here you can select/deselect the pages that you want year headers on; for example you wouldn't want year headers on a sheet that just as text and no year-column figures
Inserts
This is where you can insert external pdf documents into the financials, for example, an Audit report or a PDF Annexure of some sort. Lets assume we would like to insert an externally provided Audit report:
In the financials themselves; ReportAudit tab, expand the sections according to the number of pages the Audit report is:
Open the PDF Viewer under Office Tools:
Save it to the Documents menu:
Click on the Browse (,,,) button and Select it:
Select the action to be taken: (In this case we will Replace the Audit report; if you were inserting an addendum or schedule of some sort you would Prepend or Append):
Your report will now be inserted, and your Index updated accordingly:
